Organisations

Open Directory > Organisations. You need permission to view all Organisations. Creating, editing, deleting, and viewing linked Participants use separate permissions.

The list supports search and filters for Address and Organisation Type. The Tags column requires Organisation Tags. Its Tags filter also requires Participant Filters. You can copy values from the Name, Phone, and Email columns.

Creating Organisations

Select Create Organisation. Name is required. All other business and contact fields are optional.

Name

Enter the Organisation's official name.

Type

Select an Organisation Type. You can use this value to filter the Organisations list.

Website

Enter the Organisation's website address.

ABN

Enter the Australian Business Number.

Organisation Contact Details

Enter the main Email, Mobile, and Phone details.

NDIS Registration

Select NDIS Registered when applicable, then enter the NDIS Registration Number.

Additional Information

Record other relevant information about the Organisation.

The create form also accepts an optional address. Use Address Lookup or enter Address Line 1, Address Line 2, Suburb, State, Postcode, Traditional Place Name, and Details manually. If you start entering a manual address, Address Line 1, Suburb, State, and Postcode become required.

Updating the Address

Open the Organisation and select Actions > Update Address. Use Address Lookup or enter the address manually, then select Update.

Viewing Organisation Profiles

Select an Organisation to open its profile. The available tabs and actions depend on your permissions.

Use Edit to change Organisation details. The Delete action requires the Organisation's exact name. It removes the Organisation from implementations, detaches its Contacts, and hides the Organisation from the current interface. The interface does not provide a restore action, so treat Delete as irreversible in Astalty.

Overview

The Overview tab shows business details, contact details, address, NDIS registration, Additional Information, and Organisation Tags.

Contacts

The Contacts tab lists Contacts whose Organisation field points to this Organisation. You can open a Contact or use Create Contact when your role has permission.

Participants

The Participants tab lists Participants associated with the Organisation. It is only shown when your role can view an Organisation's Participants.

Documents

The Documents tab stores files associated with the Organisation. Available upload, view, download, email, archive, delete, category, and audit actions depend on your document permissions. See Document Settings for document categories.